We are live on ! Find out more
PTH icon

Invesco Dorsey Wright Healthcare Momentum ETF

65 hedge funds and large institutions have $48M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

29% more capital invested

Capital invested by funds: $37.3M → $48M (+$10.7M)

14% more funds holding

Funds holding: 5765 (+8)

3% more ownership

Funds ownership: 35.28%38.28% (+3%)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

Holders
65
Holders Change
+8
Holders Change %
+14.04%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
12
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$309K -$36.1K -735 -11%
PCG
27
Prosperity Consulting Group
Maryland
$303K +$246 +5 +0.1%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$298K +$10.9K +222 +4%
TRCT
29
Tower Research Capital (TRC)
New York
$279K -$242K -4,918 -47%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$233K +$59.4K +1,209 +35%
EWA
31
EP Wealth Advisors
California
$220K +$217K +4,422 New
CWM
32
Concentrum Wealth Management
California
$213K -$28.1K -572 -12%
MCM
33
MAI Capital Management
Ohio
$123K
SGK
34
Steigerwald Gordon & Koch
Virginia
$97.2K
SG
35
Sankala Group
Colorado
$77.1K +$76K +1,547 New
Comerica Bank
36
Comerica Bank
Texas
$70.8K
BAM
37
Bellevue Asset Management
Washington
$60.2K
ACA
38
Aptus Capital Advisors
Alabama
$59.6K
JP Morgan Chase
39
JP Morgan Chase
New York
$57.4K
Fidelity Investments
40
Fidelity Investments
Massachusetts
$55.3K -$2.36K -48 -4%
SIS
41
Sound Income Strategies
Florida
$49.3K +$49.4K +1,004 New
GFA
42
Godfrey Financial Associates
New York
$44.7K +$44.2K +900 New
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$44.7K
KAS
44
Kestra Advisory Services
Texas
$38.7K +$38.3K +779 New
PA
45
Parallel Advisors
California
$37.3K
GRP
46
Global Retirement Partners
California
$35.8K -$27.9K -567 -44%
AF
47
Allworth Financial
California
$30.6K
AIA
48
Armor Investment Advisors
North Carolina
$28.8K
AP
49
Advisors Preferred
Maryland
$23K +$23K +468 New
NA
50
NewEdge Advisors
Louisiana
$22.9K +$22.7K +462 New